Ranch Capital Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Ranch Capital Advisors’s Portfolio VUG Stock Details VUG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.63M	Buy	18,106 +14,205	+364%	+$1.24M	0.5%	61
2026 Q2	$336K	Buy	+3,901	New	+$328K	0.11%	123
2024 Q3	–	Sell	-7,056	Closed	-$440K	–	157
2024 Q2	$440K	Buy	+7,056	New	+$411K	0.23%	103
2021 Q4	–	Sell	-1,272	Closed	-$62K	–	591
2021 Q3	$62K	Sell	1,272 -54	-4%	-$2.69K	0.04%	245
2021 Q2	$63K	Hold	1,326	–	–	0.04%	272
2021 Q1	$56K	Hold	1,326	–	–	0.04%	274
2020 Q4	$56K	Sell	1,326 -54	-4%	-$2.16K	0.04%	271
2020 Q3	$52K	Sell	1,380 -168	-11%	-$6.2K	0.04%	283
2020 Q2	$57K	Buy	1,548 +6	+0.4%	+$185	0.04%	279
2020 Q1	$40K	Hold	1,542	–	–	0.04%	311
2019 Q4	$47K	Buy	+1,542	New	+$44.5K	0.04%	352

Other funds holding VUG

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

EP Wealth Advisors Torrance, California $24.4B AUM 17.62% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

TIAA-CREF Individual & Institutional Services New York $29.5B AUM

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $36.2B AUM 20.53% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Ranch Capital Advisors's VUG Position: Q3 2026 in Review

Ranch Capital Advisors increased its Vanguard Morningstar Growth ETF (VUG) stake by 364% in Q3 2026, buying an estimated $1.24M and bringing the position to 18,106 shares worth $1.63M. The position accounts for 0.5% of the portfolio, ranked #61.

Ranch Capital Advisors first reported a position in VUG in Q4 2019 and has held it in 11 quarters since. 2,656 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

Ranch Capital Advisors held 18,106 shares of Vanguard Morningstar Growth ETF worth $1.63M as of Q3 2026.
Ranch Capital Advisors bought 14,205 Vanguard Morningstar Growth ETF shares in Q3 2026, an estimated $1.24M.
Vanguard Morningstar Growth ETF made up 0.5% of Ranch Capital Advisors's portfolio in Q3 2026, its #61 holding.
Ranch Capital Advisors first reported a position in Vanguard Morningstar Growth ETF in Q4 2019 and has held it in 11 quarters since.
2,656 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on Ranch Capital Advisors's 13F filing for Q3 2026, filed 9 Nov 2026.